Customer Success Manager, Tebra
Strategic
$76-85k
Complete operating system for modern healthcare
Be an early applicant
Complete operating system for modern healthcare
1001+ employees
Be an early applicant
$76-85k
1001+ employees
Company mission
To unlock better healthcare by helping independent practices bring modernized care to patients everywhere.
Role
Who you are
- You are a strong communicator who can simplify complex workflows, resolve blockers, follow established playbooks, and build trust with customer stakeholders
- 1–3 years of experience managing customer relationships, implementing solutions, or handling complex, customer-facing problem solving
- Ability to follow structured processes and drive repeatable, consistent outcomes
- Strong communication skills with the ability to build rapport and present solutions clearly
- Demonstrated ability to learn new technologies and workflows quickly
- A proactive mindset with the ability to manage a fast-moving book of business
- Comfort working in data-informed environments and using insights to guide recommendations
- Experience meeting process and outcome metrics surrounding customer touchpoints, expansion revenue and customer retention
What the job involves
- As a Customer Success Manager, you will serve as the primary partner for guiding customers through successful adoption, measurable value realization, and strategic expansion. You will help customers understand their business goals, align on success metrics, and drive meaningful outcomes using our platform
- CSMs excel at proactive outreach, data-informed recommendations, and ensuring customers progress toward full utilization of the platform and available add-on solutions
- This role thrives in fast-paced environments, requires strong ownership over customer health, and demands consistent adherence to processes that support retention and expansion
- Manage and retain a book of customers typically under <$20–30k ARR across designated product areas
- Understand customer business goals and align them to platform capabilities, driving adoption through consistent adherence to established playbooks
- Build strong working relationships with end users and manager-level stakeholders, ensuring successful onboarding handoffs and long-term engagement
- Drive proactive outreach focused on adoption, retention, and early identification of risk using customer health analytics
- Deliver personalized recommendations rooted in best practices, enabling customers to fully utilize core and add-on products
- Meet or exceed quarterly ARR retention and expansion quota targets, identifying opportunities within the existing product set
- Document progress, action items, customer needs, and risks with precision, ensuring timely follow-up and clear cross-functional communication
- Learn product features quickly and translate them into simple, actionable guidance for customers
- Manage escalations calmly and professionally, owning initial de-escalation and looping in leadership when appropriate
- Collaborate with Marketing, Product, and other CS teams to share customer feedback and support workflow optimization initiatives
Our take
The digital age has demanded that healthcare providers offer services that are more modern but human. Tebra – a marriage of Kareo and PatientPop – offers cloud-based clinical and practice management software for independent healthcare practices that strive to achieve this goal.
Its genesis, a company merger between clinical and financial software and a leader in practice growth technology, has led to an all-in-one platform that is the first of its kind to serve a complete operating system for practices. Whilst competition among similar infrastructure grows, it remains a huge market in which both patients and practitioners are clamouring for solutions, allowing space for new and existing companies to build.
Tebra serves over 150,000 providers , and plans to use its lastest funding to deepend the role of AI across its EHR+ platform. By embedding intelligent capabilities into everything from clinical documentation and revenue cycle management to patient experience and practice marketing, the company aims to reduce administrative burden while helping practices operate more efficiently and profitably at scale.
Kirsty
Company Specialist at Welcome to the Jungle
Insights
-5% employee growth in 12 months
Company
Funding (last 2 of 3 rounds)
Dec 2025
$125m
EARLY VC
Jul 2022
$72m
EARLY VC
Total funding: $262m
Company benefits
- Competitive compensation packages
- Employee referral program
- Stock options
- Hybrid work model
- Equipment stipend when hired
- Monthly work-from-home subsidy
- Indoor-outdoor workspaces
- Flexible, paid time off
- 10 paid holidays
- Employee recharge days
- Financial health tools
- Gympass
- Fun Express
- Annual fitness challenge
- Obé Fitness
- Competitive medical, dental, and vision insurance
- 401k
- Employer-funded HSA
- Life and disability insurance
- Employee assistance program
- Accident insurance, critical illness insurance, legal & identity theft protection, pet discount program
- Mentorship program
- Professional development training
- Employee resource groups
- Dedicated DE&I
- Special events and speakers
- Community volunteer events
- Sponsored team events and sports
- Recognition Program
Company HQ
Corona Del Mar, Newport Beach, CA
Leadership
Dan Rodrigues
(Co-Founder & CEO)Previously co-founded Scout and Kareo, serving as CEO for both. Experience as a Software Engineer for RealNetworks and a Managing Partner for Skematix.
Mike Doktorczyk
(CFO)Mike joined Tebra in 2023 as a VP of Finance & Rev Ops, moving into the role of CFO in 2024. Prior to this, he spent nearly 4 years at USerTesting as a Senior VP of Finance.
Kyle Ryan
(CPO & CTO)Prior to joining Tebra in 2018, Kyle was a Director of Deals Strategy at Strategy& and a VP of Product Development at Intuit. He also spent over 13 years at Sony Online Entertainment as a Director/VP of Technology.
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